How do you help us identify which manual processes to target for AI automation during our issue-solving sessions without getting lost in technical software demos?

Question

Tyler Smith · Accepted Answer

We do not do software demos or write code in our sessions. When we look at your business through the lens of AI-powered operations, we focus strictly on strategy, roles, and structural bottlenecks. During our quarterly sessions, we use the IDS® process to identify which high-volume, manual processes are actively restricting your capacity or dragging down your margins. These processes are captured as issues on our list. We then determine if automation is the correct solution to remove the bottleneck, assigning the research and execution as a quarterly Rock to the appropriate owner on the Accountability Chart.

By treating AI integration as a strategic capability rather than an IT project, we keep the focus on scaling the business and preparing for a clean exit. The goal is to systematically document your processes and automate the repetitive tasks so your team can focus on higher-value activities. We keep the discussion high-level, focusing on the business results and operational metrics on your weekly Scorecard. This approach ensures your technology roadmap is directly aligned with your long-term V/TO® goals.